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Public 990 Summary

BOSTON ESTATE PLANNING COUNCIL

EIN 454028240 · Latest tax year 2025 · Usable public filing summary

bepc.org

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BOSTON ESTATE PLANNING COUNCIL has a public Form 990 profile, but an Alignmint donation portal is not live yet. Review the public filing signals and share the claim link with the nonprofit if the profile should be activated.

Program ratio

Not enough public data

Fundraising ratio

0%

Admin ratio

Not enough public data

Program ratio estimates the share of reported expenses used for programs. Fundraising ratio estimates fundraising expense share. Admin ratio estimates management and general expense share when the public fields reconcile.

View previous 990s on ProPublica

Public filing snapshot

Ratios use reported functional expenses when available and are only derived when the public fields reconcile with total expenses.

Total revenue$658,092
Contributions and grants$324,690
Program service revenue$313,766
Other revenue$3,765
Total expenses$762,430
Grants paid$1,000
Salaries and compensation$0
Program ratioNot reported
Fundraising ratio0%
Admin ratioNot reported
Total assets$739,850
Net assets$569,291
Total liabilities$170,559

Filing history

Recent prepared public snapshots appear here as the directory rollup processes more 990 filings. Use the ProPublica link for the full public filing archive when a prior year is not shown yet.

990 2025

Revenue: $658,092
Expenses: $762,430
Program ratio: Not reported

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Latest public tax year: 2025. Ask for newer financials if the organization has not filed a recent 990 yet.

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Review the spending mix

Program ratio: Not enough public data. Fundraising ratio: 0%. Admin ratio: Not enough public data.

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Mission and programs

BEPC IS A COMMUNITY OF DYNAMIC, DIVERSE AND COLLABORATIVE PROFESSIONALS DEDICATED TO ADVANCING THE FIELD OF ESTATE PLANNING THROUGH: FOSTERING CONNECTIONS WITHIN THE COUNCIL; EDUCATIONAL PROGRAMMING AND PROFESSIONAL DEVELOPMENT FOR EVERY STAGE OF ONE'S CAREER; THOUGHT LEADERSHIP TO PROMOTE SUBJECT MATTER EXPERTISE; AND MEANINGFUL SERVICE AND COLLABORATIVE PARTNERSHIPS.

Public leadership

ALISA KIM O'NEIL

PRESIDENT

1 hours/week · Reportable compensation: $0

RICHELLE MAGUIRE

PAST PRESIDENT

1 hours/week · Reportable compensation: $0

THOMAS FRANCIONE

PRESIDENT ELECT

1 hours/week · Reportable compensation: $0

BARBARA TARGUM

TREASURER

1 hours/week · Reportable compensation: $0

KATHERINE M SHEEHAN

SECRETARY

1 hours/week · Reportable compensation: $0

GERALD BAKER

DIRECTOR

1 hours/week · Reportable compensation: $0

Public filing sources

View previous 990s and source filings on ProPublica
irs_990_cache

Tax year 2025 · Source 202600829349301670 · Parser opportunity-intelligence-financials-v1

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This page is educational and based on public or submitted information. It is not legal, tax, accounting, or financial advice.

Before you give

  • Latest public filing year: 2025.
  • Public data coverage: Usable public filing summary.
  • Review the mission, program services, and whether the filing matches the work you want to support.
  • Ask about recent program outcomes and current financials when the public filing is older.
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